Bankless

Nat Eliason joins to show what it looks like to build a “zero human company” with OpenClaw agents. — led by Felix, an AI CEO that ships products, runs ops, and even manages other agents for support and sales. 

We unpack how Felix went from an overnight info product to a full marketplace for agent “skills” (Clawmart) and a bespoke service that deploys custom OpenClaw employees for real businesses, hitting nearly $80k in revenue since early February while operating on surprisingly low monthly costs.

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🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE

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⚡ EUPHORIA | REAL-TIME ONE-TAP TRADING

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🌐BRIX | EMERGING MARKET YIELD

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🏅BITGET TRADFI | TRADE GOLD WITH USDT

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🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

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TIMESTAMPS

0:00 Intro

0.24 Nat’s Background

6:30 Felix

11:43 Real Businesses vs Memecoins

14:23 Felix’s Employees

18:06 Felix’s Business

31:26 How Customized is Felix?

38:17 Felix’s Business Risks

40:12 Can OpenClaw Replace Knowledge Workers?

43:38 Claw Mart

48:49 Felix’s Expenses

51:15 Nat’s Role

56:39 Felix’s Discord

1:03:19 Citrini Doomer Scenario

1:13:04 Hiring Your First Agent

1:16:19 General AI Assistants

1:19:50 AI Friends

1:22:39 The AI Agent Frontier

1:26:52 Crypto x AI

1:31:53 What’s Next

1:34:27 Closing & Disclaimers

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RESOURCES

Nat Eliason

https://x.com/nateliason 

Felix Craft

https://x.com/FelixCraftAI 

Felix Dashboard

https://felixcraft.ai/dashboard 

Claw Mart

https://www.shopclawmart.com/ 

Crypto Confidential: Winning and Losing Millions in the New Frontier of Finance

https://www.amazon.com/Crypto-Confidential-Winning-Millions-Frontier/dp/0593714040 

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Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Crypto still feels like a minefield for humans:

Haseeb Qureshi argues that’s a clue, not a bug: blockchains and smart contracts are machine-readable systems that AI agents can parse, simulate, and execute far more reliably than people, shifting crypto’s core user from humans clicking through wallets to agents acting on our behalf.

We also dig into the two-track future of agent commerce (safe, human-approved flows vs. the wild-west frontier), why major AI labs have avoided crypto training so far (liability), how agent-driven discovery could rewrite DeFi competition, and what this means for Dragonfly’s investing playbook.

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🎬 DEBRIEF | RYAN & DAVID UNPACKING THE EPISODE

https://www.bankless.com/podcast/debrief-haseeb-quereshi-cryptos-not-made-for-humans-its-for-ai

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🔮POLYMARKET | #1 PREDICTION MARKET

https://bankless.cc/polymarket-podcast

🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE

https://bankless.cc/galaxy-podcast

⚡ EUPHORIA | REAL-TIME ONE-TAP TRADING

https://bankless.cc/euphoria

🌐BRIX | EMERGING MARKET YIELD

https://bankless.cc/brix

🏅BITGET TRADFI | TRADE GOLD WITH USDT

https://bankless.cc/bitget

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://bankless.cc/TDRpro

------

TIMESTAMPS

0:00 Intro

0:42 Why Crypto’s Not Made for Humans

17:49 How AI Agents Think

28:51 Why Crypto x AI is Unexplored

32:58 The Botconomy & OpenClaw

43:42 How Long Until the Frontier is Here?

50:07 How Crazy Does it Get?

1:06:00 AI Thinks Crypto’s Cringe

1:10:31 Dragonfly’s New 650M Fund

1:13:05 Closing & Disclaimers

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RESOURCES

Haseeb Qureshi

https://x.com/hosseeb 

Dragonfly

https://www.dragonfly.xyz/ 

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Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

February ends with peak FUD. Ryan and David unpack why crypto is stuck in historic “Extreme Fear” even without a major blowup, and why markets feel like they’ve entered an uncertainty bubble. They break down the Supreme Court striking Trump’s tariffs, Trump immediately finding new legal doors to bring them back, and the looming $150B+ refund fight. Then the “Citrini Crash”: AI doomer scenarios going viral, spooking stocks, and leaving investors terrified that AI will be either not good enough or far too good. Plus: fresh allegations that Jane Street helped accelerate Terra’s collapse, Meta’s stablecoin reboot for its billions of users, ZachXBT’s Axiom insider trading exposé, Hyperliquid’s new DC policy push, Robinhood’s retail venture fund, Coinbase’s 24/5 stocks rollout, and the Pentagon’s ultimatum to Anthropic over AI guardrails.

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⚡EUPHORIA | REAL-TIME ONE-TAP TRADING

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🏅BITGET TRADFI | TRADE GOLD WITH USDT

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🌐BRIX | EMERGING MARKET YIELD

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🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://bankless.cc/TDRpro   

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TIMESTAMPS & RESOURCES

0:00 Intro

2:51 Extreme Fear & the “Uncertainty Bubble”

https://www.coingecko.com/en/coins/bitcoin

https://www.coingecko.com/en/coins/ethereum

https://alternative.me/crypto/fear-and-greed-index

https://x.com/xeer/status/2025867669707043156

https://x.com/Evan_ss6/status/2026363413610238032

https://thedefireport.io/research/uncertainty-bubble

https://x.com/kobeissiletter/status/2024862913761001477

https://x.com/KobeissiLetter/status/2026067372604371286

https://www.citriniresearch.com/p/2028gic

https://x.com/KobeissiLetter/status/2026040229535047769

https://x.com/KobeissiLetter/status/2026028854461047220

https://www.noahpinion.blog/p/the-citrini-post-is-just-a-scary

https://x.com/mattshumer_/status/2021256989876109403

https://x.com/intangiblecoins/status/2027011410627027024

26:24 Was Jane Street Behind the 2022 Crypto Winter?

https://www.wsj.com/finance/currencies/jane-street-accused-of-insider-trading-that-helped-collapse-terraform-659e6993

https://x.com/OGDfarmer/status/2026343910923006123

https://x.com/hasufl/status/2026246191550193756

https://x.com/davidzmorris/status/2026286018643603749

https://x.com/1914ad/status/2026757796390449382

35:29 Meta Revives Stablecoin Plans

https://www.coindesk.com/business/2026/02/24/mark-zuckerberg-s-meta-is-planning-stablecoin-comeback-in-the-second-half-of-this-year

39:49 ZachXBT Exposes Insider Trading at Axiom

https://x.com/zachxbt/status/2025917891678523644

https://polymarket.com/event/which-crypto-company-will-zachxbt-expose-for-insider-trading/?via=bankless?

https://x.com/zachxbt/status/2027016064534757659

https://x.com/zachxbt/status/2027016170126323925

50:40 Hyperliquid DC Policy Center, Robinhood VC, & Coinbase 24/5 stocks & ETFs trading

https://x.com/jchervinsky/status/2024116520427651480

https://x.com/vladtenev/status/2026028297822588941

https://x.com/coinbase/status/2026303315382870364

55:49 AI Watch: Pentagon vs Anthropic

https://x.com/DeItaone/status/2027028927756054670

https://x.com/VitalikButerin/status/2026382701562048545

https://x.com/VitalikButerin/status/2026329054887239697

1:02:33 Closing & Disclaimers

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Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Crypto’s newest threat isn’t a smart contract exploit, it’s a knock at your door. In this episode, Ryan sits down with Jameson Lopp (Casa) and Beau (former CIA, now safety at Pudgy Penguins) to map the real security landscape for crypto holders in 2026: the phishing traps you’ll see daily, the physical “wrench attacks” that terrify the community, and the practical systems that can make both dramatically less effective. If going bankless is about freedom, this is the playbook for keeping that freedom without turning into your own security team.

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⚡ EUPHORIA | REAL-TIME ONE-TAP TRADING
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🏅BITGET TRADFI | TRADE GOLD WITH USDT
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🎯THE DEFI REPORT | ONCHAIN INSIGHTS
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TIMESTAMPS

0:00 Intro
2:45 The 2026 threat landscape: third parties, privacy, then physical
8:07 Most likely vs most dangerous: phishing vs wrench attacks
17:23 Minimize attack surface + separate your money by risk
20:27 The “3-wallet” model: daily spend, risky ops, deep cold vault
25:08 Hot vs cold: the $1k rule + don’t sign when you’re not sharp
30:01 Social engineering defense: authenticate everything, trust nothing inbound
36:22 Password managers + the 2FA ladder (passkeys/YubiKeys win)
45:05 “Dedicated signing machine” and air-gapped thinking
47:30 Wrench attacks: how targets are found + what the attacks look like
52:50 Why France stands out (and what Dubai’s data shows)
57:37 “Zero Crypto at Home”: multisig + geography + time delays
1:12:27 Duress wallets: why they don’t reliably work
1:16:38 Home hardening checklist: cameras, lights, panic buttons, doors/windows
1:30:59 Onchain privacy reality + tax software pitfalls
1:37:40 Is this a setback for the Bankless vision?

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RESOURCES

Jameson Lopp
https://x.com/lopp
https://casa.io/

Beau
https://x.com/beausecurity
https://beausecurity.substack.com/

RSA’s Article - Zero Crypto at Home
https://x.com/RyanSAdams/status/2016572587363520933

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

Ethereum’s next big leap might not look like a single “flip the switch” moment—but it could change how the chain verifies everything. In this episode, Ansgar Dietrichs comes back to unpack the ZK EVM: why “re-executing every block” has been Ethereum’s hidden scaling tax, how real-time proofs finally make a different verification model viable, and what it would take to transition safely without sacrificing the verifiability that keeps Ethereum credibly neutral. They explore the three true bottlenecks of blockchain scaling (compute, IO, bandwidth), the roadmap from optional proofs to mandatory proofs, and why client diversity could look radically different in a ZK-native future.

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⚡ EUPHORIA | REAL-TIME ONE-TAP TRADING
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🏅BITGET TRADFI | TRADE GOLD WITH USDT
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🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://bankless.cc/TDRpro

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TIMESTAMPS

0:00 Intro
0:43 Ethereum’s Biggest Upgrade
4:35 The Core Idea: Verify Blocks Without Re-Executing
10:40 From Bitcoin’s “Verify Cheaply” to Verifying Full Execution
16:22 Cryptography 2.0: Proving Arbitrary Computation
22:56 Scaling All 3 Constraints: Compute, IO, Bandwidth
32:33 Why Ethereum Has Been “Slow” by Design
38:29 3× Per Year: Scaling Now, Not Someday
41:28 ZK Isn’t About Faster Blocks (But Speed Still Improves)
46:33 Rollout Plan: Optional Proofs → Mandatory Proofs
49:59 Dependencies: Block-in-Blobs, Repricing, New State Trees
54:14 Security Reality Check: Performance → Security → Production
1:01:24 Client Diversity in a ZK World
1:10:51 Timeline: ZK Ethereum, Around 2030
1:16:31 Second-Order Wins: L2 Bridging and Beyond Crypto
1:20:49 Closing: Build the Boring Infrastructure, Enable the Apps

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RESOURCES

Ansgar Dietrichs
https://x.com/adietrichs

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures